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Modera Wealth Management, LLC: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on MDLZ, newest first. How the timeline and the estimate are built.

Modera Wealth Management, LLC held 67,594 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,594 shares
    Change vs previous 13F -4,275 shares

    0.04% of the 13F portfolio, value $3,909,626.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 71,869 shares
    Change vs previous 13F -5,215 shares

    0.05% of the 13F portfolio, value $4,142,520.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 77,084 shares
    Change vs previous 13F -14,526 shares

    0.05% of the 13F portfolio, value $4,149,410.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 91,610 shares
    Change vs previous 13F +7,674 shares

    0.07% of the 13F portfolio, value $5,722,889.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 83,936 shares
    Change vs previous 13F +9,730 shares

    0.07% of the 13F portfolio, value $5,660,620.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 74,206 shares
    Change vs previous 13F +3,846 shares

    0.07% of the 13F portfolio, value $5,034,869.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 70,360 shares
    Change vs previous 13F +361 shares

    0.05% of the 13F portfolio, value $4,202,616.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 69,999 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,156,818.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).